A detailed history of First Trust Advisors LP transactions in Univest Financial Corp stock. As of the latest transaction made, First Trust Advisors LP holds 17,648 shares of UVSP stock, worth $543,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,648
Previous 92,501 80.92%
Holding current value
$543,028
Previous $2.11 Million 76.5%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$22.22 - $29.19 $1.66 Million - $2.18 Million
-74,853 Reduced 80.92%
17,648 $496,000
Q2 2024

Aug 13, 2024

SELL
$18.44 - $22.93 $103,429 - $128,614
-5,609 Reduced 5.72%
92,501 $2.11 Million
Q1 2024

May 13, 2024

BUY
$19.25 - $22.06 $33,726 - $38,649
1,752 Added 1.82%
98,110 $2.04 Million
Q4 2023

Feb 13, 2024

BUY
$16.21 - $22.32 $116,922 - $160,994
7,213 Added 8.09%
96,358 $2.12 Million
Q3 2023

Nov 13, 2023

BUY
$17.03 - $20.75 $1.32 Million - $1.61 Million
77,396 Added 658.75%
89,145 $1.55 Million
Q2 2023

Aug 14, 2023

SELL
$16.3 - $23.55 $47,025 - $67,941
-2,885 Reduced 19.71%
11,749 $212,000
Q1 2023

May 15, 2023

SELL
$23.24 - $28.72 $214,481 - $265,056
-9,229 Reduced 38.67%
14,634 $347,000
Q4 2022

Feb 09, 2023

BUY
$23.85 - $28.75 $303,205 - $365,498
12,713 Added 114.02%
23,863 $623,000
Q3 2022

Nov 14, 2022

SELL
$23.48 - $26.96 $1.07 Million - $1.23 Million
-45,558 Reduced 80.34%
11,150 $262,000
Q2 2022

Aug 12, 2022

SELL
$24.83 - $26.86 $88,444 - $95,675
-3,562 Reduced 5.91%
56,708 $1.44 Million
Q1 2022

May 13, 2022

SELL
$26.76 - $31.41 $31,228 - $36,655
-1,167 Reduced 1.9%
60,270 $1.61 Million
Q4 2021

Feb 08, 2022

BUY
$27.44 - $30.78 $189,390 - $212,443
6,902 Added 12.66%
61,437 $1.84 Million
Q3 2021

Nov 15, 2021

BUY
$24.86 - $28.25 $976,998 - $1.11 Million
39,300 Added 257.96%
54,535 $1.49 Million
Q2 2021

Aug 16, 2021

BUY
$26.37 - $29.4 $25,552 - $28,488
969 Added 6.79%
15,235 $402,000
Q1 2021

May 14, 2021

BUY
$20.49 - $29.45 $55,794 - $80,192
2,723 Added 23.59%
14,266 $408,000
Q4 2020

Feb 02, 2021

BUY
$14.4 - $20.58 $12,484 - $17,842
867 Added 8.12%
11,543 $238,000
Q3 2020

Nov 05, 2020

SELL
$13.76 - $17.45 $12,920 - $16,385
-939 Reduced 8.08%
10,676 $153,000
Q2 2020

Jul 22, 2020

SELL
$14.21 - $19.19 $38,210 - $51,601
-2,689 Reduced 18.8%
11,615 $187,000
Q1 2020

May 06, 2020

SELL
$13.87 - $26.96 $30,153 - $58,611
-2,174 Reduced 13.19%
14,304 $233,000
Q4 2019

Feb 03, 2020

SELL
$24.26 - $27.47 $15,380 - $17,415
-634 Reduced 3.71%
16,478 $441,000
Q3 2019

Nov 04, 2019

SELL
$24.8 - $27.48 $97,464 - $107,996
-3,930 Reduced 18.68%
17,112 $437,000
Q2 2019

Jul 30, 2019

SELL
$23.88 - $26.26 $99,388 - $109,294
-4,162 Reduced 16.51%
21,042 $553,000
Q1 2019

May 09, 2019

SELL
$21.9 - $26.51 $125,552 - $151,981
-5,733 Reduced 18.53%
25,204 $616,000
Q4 2018

Feb 07, 2019

SELL
$20.59 - $26.43 $241,376 - $309,838
-11,723 Reduced 27.48%
30,937 $667,000
Q3 2018

Oct 25, 2018

BUY
$26.45 - $28.9 $27,164 - $29,680
1,027 Added 2.47%
42,660 $1.13 Million
Q2 2018

Aug 02, 2018

BUY
$27.5 - $29.85 $212,767 - $230,949
7,737 Added 22.83%
41,633 $1.15 Million
Q1 2018

Apr 23, 2018

SELL
$26.8 - $28.9 $29,426 - $31,732
-1,098 Reduced 3.14%
33,896 $939,000
Q4 2017

Feb 08, 2018

BUY
$27.85 - $32.2 $27,961 - $32,328
1,004 Added 2.95%
34,994 $982,000
Q3 2017

Oct 24, 2017

BUY
$27.8 - $32.2 $944,922 - $1.09 Million
33,990
33,990 $1.09 Million

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $900M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
Track This Portfolio

Track First Trust Advisors LP Portfolio

Follow First Trust Advisors LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Trust Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on First Trust Advisors LP with notifications on news.